Daniel Ocariz
Summary
Dynamic and results-oriented tax professional with over 13 years of experience in corporate tax planning, compliance, and strategy. Proven track record of managing complex tax issues, leading cross-functional teams, and optimizing tax efficiency in a variety of industries.
Overview
14
14
years of professional experience
Work History
VP of Corporate Taxes
Insigneo Financial Group LLC
08.2024 - Current
- Spearhead tax strategy development, focusing on reducing tax exposure and optimizing efficiency
- Lead tax planning initiatives during acquisitions and restructurings
- Oversee accurate GAAP reporting and tax policy monitoring
- Manage disputes with tax authorities and ensure compliance with U.S GAAP/IFRS.
Tax Senior Manager Consultant
Marcum LLP
06.2019 - 08.2024
- Directed large-scale tax return projects and performed technical reviews of corporate and partnership returns
- Provided key support during audits and identified client needs to expand engagement scope
- Trained and mentored staff on technical tax matters and ASC740 provision preparation.
Tax Manager
Vector Group LTD
01.2015 - 06.2019
- Conducted tax research and supported the preparation and review of ASC740 provisions
- Implemented new accounting standards and streamlined reporting for 10-K and 10-Q filings
- Collaborated with legal teams on corporate filings and tax returns at federal, state, and local levels.
Tax Senior Consultant
Deloitte Tax LLP
05.2013 - 01.2015
- Prepared corporate and partnership tax returns and ASC740 provisions for various clients.
Tax Senior Associate
Ernst & Young LLP
01.2011 - 04.2013
- Prepared corporate and partnership tax returns and ASC740 provisions for various clients.
Education
Bachelor of Accountancy -
Loyola University
New Orleans, LA05.2010
Skills
- Tax Strategy Development
- Corporate Restructuring
- ASC740 Provisions
- Tax Compliance & Audits
- GAAP & IFRS Expertise
- Team Leadership & Staff Training
- Financial Statement Preparation
Certifications and Affiliations
- Certified Public Accountant – Licensed in Florida & Louisiana
- Member, American Institute of Certified Public Accountants (AICPA)
- Alumni Member – Alpha Kappa Psi, Beta Alpha Psi
Timeline
VP of Corporate Taxes
Insigneo Financial Group LLC
08.2024 - Current
Tax Senior Manager Consultant
Marcum LLP
06.2019 - 08.2024
Tax Manager
Vector Group LTD
01.2015 - 06.2019
Tax Senior Consultant
Deloitte Tax LLP
05.2013 - 01.2015
Tax Senior Associate
Ernst & Young LLP
01.2011 - 04.2013
Bachelor of Accountancy -
Loyola University
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